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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SFP
5126
Sandbox Financial Partners
Maryland
$175M +$15.6M +10% 4.8% 69.6% 114 23.68%
OFP
5127
OLIO Financial Planning
Virginia
$175M +$6.58M +4% 4.48% 47.8% 49 20.41%
VBFP
5128
Valtinson Bruner Financial Planning
Minnesota
$175M -$7.92M -4% 2.42% 36.2% 103 15.53%
LW
5129
Libra Wealth
California
$175M +$19.8M +13% 5.45% 58.2% 38 36.84%
APSI
5130
Asset Planning Services Inc
Louisiana
$175M -$11.1M -6% 0.61% 117% 47 27.66%
BEVI
5131
Braemar Energy Ventures III
New York
$174M -$811K -0.5% 4.36% 1 0%
JGGDR
5132
JGP Global Gestao de Recursos
Brazil
$174M -$41M -19% 17.8% 206% 89 49.44%
BFP
5133
Briaud Financial Planning
Texas
$174M -$9.86M -5% 2.05% 93.1% 30 20%
TIAM2
5134
Tru Independence Asset Management 2
Oregon
$174M -$14.6M -8% 1.32% 144 40.97%
LAM
5135
L2 Asset Management
Massachusetts
$174M +$30.7M +21% 0.02% 128% 154 37.01%
EA
5136
Eudaimonia Advisors
Tennessee
$174M +$3.85M +2% 0.74% 180 18.33%
PM
5137
Phraction Management
Connecticut
$174M +$8.68M +5% 4.74% 89.7% 79 30.38%
IIA
5138
ICW Investment Advisors
Arizona
$174M -$5.36M -3% 2.81% 50.1% 135 2.96%
KFSC
5139
Keystone Financial Services (Colorado)
Colorado
$174M -$21.3M -11% 2.75% 66% 90 23.33%
AEPBI
5140
AH Equity Partners Bio II
California
$174M -$18.5M -10% 31.1% 4 0%
HWIS
5141
Hancock Whitney Investment Services
Louisiana
$173M -$402M -70% 4.44% 297 80.13%
TPW
5142
Tiller Private Wealth
Pennsylvania
$173M +$14.8M +9% 6.21% 53.5% 59 15.25%
QT
5143
Quantamental Technologies
New York
$173M -$24.1M -12% 5.65% 24.2% 602 79.4%
KCM
5144
Kennicott Capital Management
California
$173M +$7.61M +5% 6.54% 85.5% 47 8.51%
ACM
5145
AREX Capital Management
New York
$173M -$49.4M -22% 13.3% 36.2% 24 54.17%
1W
5146
1776 Wealth
Georgia
$173M -$12.8M -7% 6.74% 90.4% 135 13.33%
CRI
5147
Colonial River Investments
Virginia
$173M -$12.6M -7% 2.34% 144% 238 23.53%
BDAM
5148
Blue Door Asset Management
Connecticut
$173M +$64.2M +59% 9.66% 127% 32 40.63%
EFG
5149
Everhart Financial Group
Ohio
$173M +$7.36M +4% 4.48% 113% 137 25.55%
TC
5150
Tacita Capital
Ontario, Canada
$173M -$2.65M -2% 0.69% 72.3% 212 11.32%